Todd R Harter

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Lansing, MI
• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Lansing, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Lansing, MI

Other Businesses

Board of Directors; Central Michigan University Development Board; Board Member; Cnetral Michigan University, Mt. Pleasant, MI., ,; ; ; 1 to 9 hours per month; .

Exams

• S66 Uniform Combined State Law Examination
  2010-10-29
• S65 Uniform Investment Adviser Law Examination
  2001-03-30
• S63 Uniform Securities Agent State Law Examination
  1994-09-02

Other Names

• Todd Harter
• Todd Robert Harter